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Jose C. Zuniga, AAMS®, MBA Vice President, Investments Financial Advisor
807 W. Morse Blvd
#200
Winter ParkFL 32789
Phone: 407-644-1041
Fax: 407-644-8567
Toll-Free: 800-309-5297
Direct: 321-279-9625
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Mission Statement

My mission is to help my clients in creating, expanding, protecting and preserving their assets, and in designing a distribution plan before or after death in the most tax beneficial way. I seek to align my client's financial decisions with their goals, dreams, priorities, and values. All my proposals, investment advice, financial plans and marketing efforts must be founded on Christian principles of strong ethics and high integrity, pursuing always the best interest of my clients. I do this supported in the resources provided by Raymond James. My investment philosophy is mainly built on trust seeking long-term relationships and keeping a close communication with my clients.

Your Rights as a Client:

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Click here to read the Raymond James Client Bill of Rights

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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